Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we don't expect a material direct impact on the known tariffs on our input costs.
Our exposure to tariffs is about 75 basis points for the second quarter of 2025.
we are estimating an impact of approximately 50 basis points from tariffs to gross margin this year.
With China's sweeping tariffs and export restrictions, that geopolitical fault line has now become a commercial reality.
The direct impacts of tariffs are relatively modest. However, the indirect impacts, including the impact on consumer confidence, are significant.
With what we know today, we expect the impact to be minimal.
Overall, we do not see tariffs as materially impacting our business through supply chain disruptions or from a cost increase perspective.
We expect minimum impact. The U.S. is targeting a rising percentage of U.S. LNG exports to be transported on U.S. flags...
There have been small pockets of spend that have been impacted by tariffs in recent weeks.
Based on what we know today, if our efforts pan out, we will see a COGS impact of around 100 basis points or less in most cases.